TEK2day

Operating at the Intersection of Technology and the Capital Markets

    Category: Phones

    • Will Instagram Threads Kickstart META’s Growth?

      I believe that Instagram’s Threads product has a better near-term growth opportunity than META’s misguided metaverse bet. Will Threads help META steal mojo from TikTok? I doubt it. Don’t be fooled – TikTok is the competitor that META is concerned with, not Twitter. We live in a video-based world and most social media growth will…

    • Nothing To See Here. Or Is There?

      The equity market is too sanguine. Things feel too still. Could this be the calm before the storm, or, will another round of Fiscal stimulus and Fed easing abort the storm on the horizon, fiscal debt and inflation be damned? It is difficult to make a call on the fundamentals whether it be the price…

    • FedNow Goes Live In July. Is A CBDC Next?

      The Fed’s FedNow payment network goes live next month. FedNow lays the groundwork for a Central Bank Digital Currency (CBDC). FedNow – a CBDC Trojan Horse? It will be interesting to see if any of the large banks opt-in to FedNow. The reason I say this is because if the Fed was to roll out…

    • Google Is Misunderstood

      A quick glance at sell-side commentary tells a one-sided bearish story.

    • Are Foldable Phones The Future?

      I am not in the camp that believes AR/VR headsets will replace phones. However, it is easy to imagine a future where foldable phones such as Google’s Pixel Fold become commonplace.

    • Xbox Phone?

      Would Microsoft produce an Xbox phone?

    • Apple Does Not Have A Generative AI Play

      It would be obvious for the world’s largest Consumer Technology company to have made large scale investments in Large Language Models (LLMs) to power a Generative AI effort, but a Generative AI effort does not exist at Apple which is why I did not include the company in our recent article Nvidia and Generative AI…

    • This Economic Recession Is Baked In

      The price increases of goods and services in 2021, 2022 and YTD combined with higher interest rates have ensured that a recession will follow. The economic damage is done. The Fed could take interest rates to zero percent tomorrow and restart QE and it would not stave off this recession. Prices for goods and services…

    • We Expect Less M&A Deal Activity in 2H 2023

      Our view is that M&A activity will further slow from here (especially within Tech), given that valuations have rebounded to a large degree year-to-date (Tech in particular), but sales pipelines are not any more robust than they were in Q4’22 nor Q1’23. Further, the macro economic environment is not any stronger today than it has…

    • META’s Ad Problem

      META’s value proposition to Ad Buyers was permanently impaired by Apple’s implementation of permission-based Ad tracking which has negatively impacted META’s price per ad metric for almost two years (see chart and table below). Further adding to META’s Ad woes, Google will phase out third-party cookies next year and replace them with its Privacy Sandbox.…